See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $51,597 |
Service code 27 · EIN 23-0731260 | Advisory (Plan) | $20,534 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,899 | $41,078-24.8% | $80,569-61.6% | $71,457-56.8% |
| Participation rate | 94.0% | 50.2%+43.8pp | 67.0%+27.0pp | 67.9%+26.0pp |
| Annual return | 17.59% | 38.45%-20.9pp | 935.43%-917.8pp | 28.85%-11.3pp |
| Employer contribution / active EE | $2,510 | $1,506+66.7% | $2,723-7.9% | $2,588-3.0% |
| Participant deferral / active EE | $5,975 | $2,699+121.4% | $4,447+34.4% | $4,289+39.3% |
| Admin fee / account holder | $169 | $1,840-90.8% | $5,377-96.9% | $1,587-89.3% |